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Rick Kagawa, CFP, ChFC, MSFS. Our Products and Services. The Fed and How It Got That Way. A quick history of the Federal Reserve and and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? Understanding Today’s Financial Environment. Lots of Variables with Fixed-Rate Mortgages.

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Rick Kagawa, CFP, ChFC, MSFS. Our Products and Services. The Fed and How It Got That Way. A quick history of the Federal Reserve and and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? Understanding Today’s Financial Environment. Lots of Variables with Fixed-Rate Mortgages.

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7 nhra enthusiasts

8 life transitions

9 resource center

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Home | Capital Resources and Insurance, Inc. | capitalres.com Reviews

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Rick Kagawa, CFP, ChFC, MSFS. Our Products and Services. The Fed and How It Got That Way. A quick history of the Federal Reserve and and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? Understanding Today’s Financial Environment. Lots of Variables with Fixed-Rate Mortgages.

INTERNAL PAGES

capitalres.com

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Estate | Capital Resources and Insurance, Inc.

http://www.capitalres.com/resource-center/estate

Rick Kagawa, CFP, ChFC, MSFS. Our Products and Services. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Principles of Preserving Wealth. When Do You Need a Will? When do you need a will?

2

Tax Resources | Capital Resources and Insurance, Inc.

http://www.capitalres.com/tools/tax-resources

Rick Kagawa, CFP, ChFC, MSFS. Our Products and Services. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck. Capital Resources and Insurance, Inc.

3

Retirement | Capital Resources and Insurance, Inc.

http://www.capitalres.com/resource-center/retirement

Rick Kagawa, CFP, ChFC, MSFS. Our Products and Services. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Sit, Stay, Rollover: A Guide to IRA Rollovers. An Inside Look at Retirement Living. Where Will Your Retir...

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Rick Kagawa, CFP, ChFC, MSFS | Capital Resources and Insurance, Inc.

http://www.capitalres.com/team

Rick Kagawa, CFP, ChFC, MSFS. Our Products and Services. Rick Kagawa, CFP, ChFC, MSFS. Rick Kagawa, CFP , CLU , ChFC , LUTCF. Rick Kagawa has been a financial services professional for over twenty years. During that time he has had one consistent mission – to improve his clients’ lives (continues .). Click to read more. Check the background of your financial professional on FINRA's BrokerCheck. Capital Resources and Insurance, Inc. Huntington Beach, CA 92649. And an SEC Registered Investment Adivsor.

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Glossary | Capital Resources and Insurance, Inc.

http://www.capitalres.com/tools/glossary

Rick Kagawa, CFP, ChFC, MSFS. Our Products and Services. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages...

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Home | Capital Resources and Insurance, Inc.

Rick Kagawa, CFP, ChFC, MSFS. Our Products and Services. The Fed and How It Got That Way. A quick history of the Federal Reserve and and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? Understanding Today’s Financial Environment. Lots of Variables with Fixed-Rate Mortgages.

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